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Blue Owl Capital (OWL) investor relations material
Blue Owl Capital Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs U.S. Financial Services Conference summary10 Dec, 2025
Strategic priorities and execution for 2026
Focus shifts from integration and diversification to execution, targeting gradual margin improvement and higher FRE per share over time.
Fundraising remains a key lever, with several flagship funds in the market, including a $7.5B triple net lease fund and a digital infrastructure fund expected to be materially larger in its next round.
Alternative credit and digital infrastructure are highlighted as high-growth areas, with new funds scaling rapidly and poised for further expansion.
Recent acquisitions, such as Atalaya, are being integrated and scaled, with wealth products showing strong early growth and accretive performance.
Deployment lagged expectations in the past year, but there is cautious optimism for improvement as M&A activity picks up.
Private credit and portfolio performance
Portfolio companies are upper middle market, averaging $275M EBITDA, with loan-to-value ratios of 39% for corporate credit and 30% for software loans.
Revenue and EBITDA growth have slowed slightly to 7.5%-8% but remain robust, with very few defaults and minimal additions to watch lists.
High confidence in portfolio performance for the next 18-24 months, supported by frequent financial updates and strong underlying business models.
Private credit funds aim for a 150-250 basis point spread over syndicated loans, with current secured loan yields around 9%.
Software lending book has not experienced losses over nine years, with low loan-to-value and short average loan life providing downside protection.
Wealth channel and product expansion
Wealth channel has grown to over 200 people globally, with $16B in inflows over the past year and a presence in the US, Europe, Asia, and the Middle East.
Focus remains on a limited suite of market-leading products, leveraging early consensus-building with major wirehouses to ensure successful launches.
Non-traded BDC sales have slowed recently due to market headlines, but leadership remains optimistic about long-term inflows and the core role of these products.
Triple-net lease fund is a top performer, with a large backlog and unique ability to deliver large-scale solutions in a fragmented market.
Digital infra fund: What's its competitive moat?
Wealth BDC inflows: Reacceleration outlook?
FRE margin target & buyback strategy
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Next Blue Owl Capital earnings date
Q4 20256 Feb, 2026
Next Blue Owl Capital earnings date
Q4 20256 Feb, 2026
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Blue Owl Capital Inc is an alternative asset management firm providing capital solutions to asset managers and private businesses. It specializes in direct lending, GP capital solutions, and real estate investments. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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